Credit Suisse said, "Momentum continues in 2013. We believe 2013 is promising due to (1) earlier pull-in of high-end processors, (2) second wave of 28nm multi-core for China smartphones/tablets, and (3) and aggressive cost reductions to sustain margins. … We see urgency to ramp a 28nm project which we believe is likely Apple from 2Q13 and pull in Apple to 5% of 2013 sales (20% allocation) and 12% of 2014 sales (35% allocation), with upside if iPhone shifts to TSMC."